|
51
|
Studio Investment Management
Chicago,
Illinois
|
$419K
|
+$38.6K
|
+1,296
|
+11%
|
|
|
52
|
Smith, Moore & Co
Clayton,
Missouri
|
$393K
|
-$90.4K
|
-3,035
|
-19%
|
|
|
53
|
Farther Finance Advisors
San Francisco,
California
|
$368K
|
+$353K
|
+11,836
|
New
|
|
|
54
|
Joel Isaacson & Co
New York
|
$356K
|
+$121K
|
+4,054
|
+55%
|
|
|
55
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$347K
|
-$2.32K
|
-78
|
-0.7%
|
|
|
56
|
Atria Wealth Solutions
New York
|
$314K
|
+$2.77K
|
+93
|
+0.9%
|
|
|
57
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$314K
|
+$2.77K
|
+93
|
+0.9%
|
|
|
58
|
KFG Wealth Management
Granger,
Indiana
|
$311K
|
+$7.45K
|
+250
|
+3%
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$307K
|
+$295K
|
+9,890
|
New
|
|
|
60
|
Aspiriant LLC
Los Angeles,
California
|
$258K
|
+$247K
|
+8,304
|
New
|
|
|
61
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$241K
|
+$231K
|
+7,753
|
New
|
|
|
62
|
Avalon Capital Management
Port Of Redwood City,
California
|
$235K
|
-$2.38K
|
-80
|
-1%
|
|
|
63
|
Breakwater Capital Group
Paramus,
New Jersey
|
$213K
|
+$205K
|
+6,881
|
New
|
|
|
64
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$202K
|
+$194K
|
+6,498
|
New
|
|
|
65
|
Osaic Holdings
Scottsdale,
Arizona
|
$96.2K
|
+$2.98K
|
+100
|
+3%
|
|
|
66
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$83.3K
|
-$295K
|
-9,902
|
-79%
|
|
|
67
|
Principal Securities
Des Moines,
Iowa
|
$46.2K
|
+$44.4K
|
+1,489
|
New
|
|
|
68
|
Wells Fargo
San Francisco,
California
|
$13.9K
|
+$13.3K
|
+448
|
New
|
|
|
69
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
+$5.78K
|
+194
|
+80%
|
|
|
70
|
Ancora Advisors
Cleveland,
Ohio
|
$4.09K
|
+$3.93K
|
+132
|
New
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
$31
|
+$30
|
+1
|
New
|
|
|
72
|
Edge Financial Advisors
Wheaton,
Illinois
|
–
|
-$354K
|
-11,908
|
Closed
|
|
